Features

1. Seamless data integration: Connect to your existing data sources — including Airtable, Google Sheets, and HubSpot — to consolidate your contacts and deals in one user-friendly CRM.
2. Modern building blocks: Make it easy for users to visualize and interact with customer data and deal flow with modern building blocks: Lists, Kanban, Charts, Forms, Inbox, and more.
3. Advanced permissions: Tailor CRM views and access for different user groups with advanced permissions, ensuring each team member sees and edits only what they need for their specific roles.
4. Built-in conditional forms: Capture lead information, help desk requests, feedback, and more — no third party tools required.
5. Branding features like custom domain, form fields, styling, and workflow automation.
6. Template library: Build your own customizable CRM with our legal case management template (or customize a sales CRM template). We even have this step-by-step video to guide the process!

Pros

1. No-code customization: Legal professionals can build and customize their CRM on top of existing data, without coding skills — and tailor it to specific workflows.
2. User-friendly interface: Intuitive drag-and-drop design makes it accessible for non-technical users, reducing the learning curve.
3. Flexibility and scalability: Easily adapts to the evolving needs of law firms, with features that can scale as the firm grows.
4. Role-based access: Offers robust security with customizable access levels, ensuring sensitive information is protected and only accessible to authorized users.

Cons

1. Potential learning curve: Despite its ease of use, non-technical users might still need time to explore Softr’s features and integrations.

Ease of use

Softr’s drag-and-drop interface and pre-built templates make it easy for legal professionals to customize their law firm CRM without technical expertise. Easily add, remove, or modify elements, making the process of building and customizing less daunting. Extensive resources, including Softr Universe (a massive collection of community-made templates) and Softr Academy (tutorials and guides), further simplify the process.

Security

Powered by AWS, Softr uses server-side authentication to protect your client data.

As a German company, Softr takes data security and privacy seriously.

1. Softr aligns with EU data protection standards, using AWS for secure data storage and 256-bit TLS encryption for data transmission.
2. Role-based access controls and compliance with GDPR ensure that sensitive legal data is protected.
3. The data center in Germany benefits from twenty-four-hour operations and enterprise-grade security, providing an additional layer of assurance regarding data safety.

Pricing

1. Free plan: Includes one published app, ten app users and two user groups.
2. The basic plan is $49 per month for 20 users. It offers enhanced features like custom CSS/JS and a larger allowance for app users.
3. Professional plan: $139 per month for 100 users. Includes advanced features like charts and calendars and the ability to remove Softr branding.
4. Business plan: $269 per month for 2500 app users. It offers even more internal and external users, additional workspace collaborators, and features like SMS login and downloadable mobile apps (PWA).
5. Enterprise plan: Custom pricing. Provides a custom solution for large law firms that require extra volume, security, and support.

G2 user review:

“Easy to learn/understand - using blocks to build a website. I love that it connects to Airtable, which I use for all internal CRM tracking - Softr makes it super easy! The team is also incredibly responsive so if you ever have a question, you can reach out and they will support you.”

Features

1. Client relationship management: Provides actionable client data to enhance services and identify new revenue opportunities.
2. New revenue streams: Analyzes client data and trends to identify cross-sell opportunities and reveals avenues for business growth.
3. Mitigate revenue loss: A standout feature is its ability to highlight at-risk clients through an at-a-glance dashboard, allowing timely action to improve retention.
4. Secure cloud access to client data, with compliance to global data privacy standards.
5. Daily digest: Improved interface with a daily email capturing essential tasks and activities, making navigation and task management more intuitive.
6. Context integration: integration with LexisNexis's Context database provides detailed litigation data specific to clients, prospects, and competitors.

Pros

1. Deep client insights: Actionable data to strengthen client relationships and inform business decisions.
2. Seamless integration: Integrates well with other LexisNexis tools and popular legal software.
3. User-friendly interface: Recent updates have made the platform more intuitive.
4. Cloud-based access: Secure cloud access and mobile integration.

Cons

1. Learning curve: New users may require time and training to fully leverage the platform.
2. Cost: It may be more expensive compared to simpler CRM solutions.
3. It works best with other LexisNexis products, which may require additional investment.

Ease of use

InterAction+ centralizes client data and insights with an intuitive design praised by firms like Kennedys (UK) and Gowling WLG. Features include a customizable daily email digest, mobile access, and easy contact management with a global “add” button on every page.

Security

1. LexisNexis prioritizes data security, offering cloud or hybrid hosting options with 24/7 global support.
2. Enhanced protection for sensitive data (e.g., Driver's License, Social Security Numbers).
3. Access to sensitive information is restricted to authorized users.
4. Adheres to industry standards for data privacy and allows for dispute and correction of data.

Pricing

InterAction+ offers flexible pricing models suitable for small law firms. Contact for pricing information.

G2 user review:

“InterAction is a helpful relationship management tool to stay organized and on top of who knows whom in the legal industry. It is fairly straightforward and easy to use.”

Features

1. Store and track all client information, interactions, and documents in one place.
2. Client intake and onboarding: Customizable forms and workflows streamline client intake and onboarding processes.
3. Calendar sync and reminders: Real-time sync with popular calendars like Outlook and Gmail ensures appointments and tasks are current.
4. Marketing features like drip campaigns, lead scoring, website tracking, and analytics.

Pros

1. Comprehensive legal CRM, marketing automation, and client intake in one platform.
2. User-friendly interface: Intuitive design and easy-to-use features.
3. Flexible, customizable intake forms and workflows to fit your unique needs.
4. Workflow automation, document generation, integrated calendaring, and advanced reporting.
5. Integrates with popular legal software like Clio and Rocket Matter.

Cons

1. Cost: Pricing may be higher, especially for small law firms or solo practitioners.
2. Learning curve: While user-friendly, the depth of features may require some time to fully explore and use effectively.
3. Users may find the mobile experience limited compared to the desktop version.

Ease of use

Lawmatics' intuitive interface and visual builder for custom forms and workflows make it easy to set up automated processes. The platform provides templates and best practices tailored to the legal industry, with integration options and customer support available.

Integrations with other popular legal software simplify linking Lawmatics to existing systems.

Security

1. Uses 256-bit AES encryption for data protection.
2. Multi-factor authentication is required for all user logins.
3. Role-based access controls are implemented to manage data visibility.
4. Partnering with AWS, the platform ensures robust physical and network security, with regular audits to validate controls.
5. The layered defenses align with recommendations from security frameworks like ISO 27001.

Pricing

Lawmatics offers three plans, but you'll have to contact them for pricing.

1. Essential: Offers core client intake features for up to 3 users.
2. Premium: Includes task and case management, document automation, and marketing tools.
3. Enterprise: Full access to all features and dedicated account manager.

G2 user review:

“Lawmatics has been great for our small law firm's intake process. Although the process has been consuming and tedious to set up, it is definitely worth it in the end.”

Features

1. Contact management: Centralizes client and contact data.
2. Document automation: Document creation with templates, clauses, and conditional logic streamlines processes such as building retainer agreements, intake forms, and questionnaires.
3. Marketing tools like lead tracking, drip campaigns, and analytics to improve client acquisition and retention.

Pros

1. Combines CRM, case management, and client intake into one platform.
2. User-friendly interface: Intuitive design makes it easy for legal professionals to manage client relationships and case workflows.
3. Automation capability for tasks like document creation, client intake, and marketing campaigns.
4. Customizable and scalable: Supports different practice areas, sizes and specialties with customizable workflows.

Cons

1. Cost: Pricing might be on the higher end for smaller firms or solo practitioners, especially when adding on additional features.
2. Pro and Premium plans require a one-time onboarding fee.
3. Learning curve: The depth of features may require some time for new users to fully understand and utilize effectively.

Ease of use

Designed for legal professionals, Law Ruler's intuitive interface simplifies case management, offering customization, automated tools, and support options. It works across devices, ensuring easy access to client data and firm analytics on the go.

Customer support options like context-sensitive help guides, live chat, email ticketing, and phone assistance can also help you get started.

Security

1. Law Ruler uses AES 256-bit encryption.
2. Strict access controls govern employee authorization to client data based on the principle of least privilege.
3. Law Ruler is hosted on Azure and is backed up daily to protect client data from failures, outages or natural disasters.

Pricing

Contact for a custom quote. Law Ruler offers three plans:

1. Pro plan: Supports up to 3 users and 10,000 contacts.
2. Premium plan: Supports up to 3 users and 15,000 contacts.
3. Enterprise plan: Designed for large firms with 10+ users.

Annual payment options provide a 15% discount.

Capterra user review:

“Convenient and easy to use product. Helped streamline our intake process.”

Features

1. Client & case management: Centralized platform to manage client information, case files, and documents.
2. Billing & invoicing: Automated time tracking, billing, and payment processing.
3. Task & calendar management: Organize tasks, appointments, and deadlines with integrated calendar syncing.
4. Document management: Securely store and share documents with easy retrieval.
5. Communication tools: Email, messaging, and client portal for improved communication.
6. Integrations: Connects with over 200 apps, including QuickBooks, Dropbox, and Google Workspace.

Pros

1. Comprehensive suite of case management, billing, and client communication features.
2. User-friendly interface with easy onboarding.
3. Secure cloud-based access with mobile functionality.

Cons

1. Pricing can be high for smaller firms.
2. Some advanced features may require additional paid add-ons.
3. Occasional lag in performance with large data sets.

Ease of use

Clio is known for its intuitive and user-friendly interface, making it easy for legal professionals to manage their practices without extensive training. The platform provides a clean, organized layout that simplifies task management, client communication, and document handling.

Security

1. Clio employs two-factor authentication, encryption of data in transit and at rest, and continuous system monitoring.
2. The platform is compliant with GDPR, HIPAA, and PCI standards and is SOC 2 certified.
3. Role-based permissions, session tracking, and automatic backups ensure data safety.
4. Law firms can choose regional data hosting options in the U.S., EU, Australia, or Canada for additional compliance.

Pricing

1. 7-day free trial.
2. EasyStart: $39 per user/month.
3. Essentials: $79 per user/month.
4. Advanced: $109 per user/month.
5. Complete: $139 per user/month.

Capterra user review:

“I've recently also started to use Clio Grow which I hadn't really thought would make a whole lot of difference to me, but I couldn't have been more wrong. I enjoy the interface, the support is good, it does what I need it to.”

Features

1. Case & client management: Track cases, manage client information, and store documents in one place.
2. Billing & invoicing: Automate time tracking, billing, and payment collection.
3. Task & calendar management: Organize tasks, deadlines, and appointments with calendar syncing.
4. Document automation: Create, store, and share legal documents with ease.
5. Integrations: Connects with tools like QuickBooks, Zapier, and Dropbox.

Pros

1. User-friendly interface with a minimal learning curve.
2. Easily set role-based and IP address permissions for different access levels based on employee roles. Create permissions at the IP address level for added security.
3. Client portal: Secure client portal for communication and document sharing.

Cons

1. Limited advanced customization options.
2. Some users report occasional bugs and slow support response times.
3. Certain features, like advanced reporting, may require higher pricing tiers.

Ease of use

PracticePanther is designed to be easy to use, with a straightforward interface that minimizes the learning curve. The platform offers clear navigation and simple workflows, making it accessible even to those without extensive tech experience.

Security

1. Employs 256-bit SSL encryption for data in transit and military-grade security for data storage.
2. Role-based permissions, IP restrictions, and two-factor authentication add layers of protection.
3. PCI-compliant payment processing ensures secure transactions, while Microsoft Azure’s Geo-Redundant Servers provide automatic backups for data safety.

Pricing

PracticePanther offers 3 pricing plans:

1. 7-day free trial.
2. Solo: $49 per user/month.
3. Essential: $69 per user/month.
4. Business: $89 per user/month.

Capterra user review:

“Excellent legal CRM, it has helped me time track and bill very easily.”

Features

1. Case management: Centralized case management with document storage, task tracking, and client communication.
2. Time & billing: Integrated time tracking, invoicing, and payment processing.
3. Client portal: Secure portal for client communication and document sharing.
4. Calendar & task management: Manage appointments, tasks, and deadlines with calendar sync.
5. Document automation: Create and manage legal documents with templates and automated workflows.
6. Integrations: Integrates with tools like QuickBooks, Google Workspace, and Microsoft Office.

Pros

1. All-in-one platform for managing cases, billing, and client communication.
2. Easy-to-use interface with a short learning curve.
3. Strong client portal for improved client interaction.
4. Affordable pricing for small to mid-sized firms.

Cons

1. Limited advanced features compared to more specialized legal CRM platforms.
2. Some users report issues with customer support response times.
3. Fewer integration options than some competitors.

Ease of use

MyCase is known for its user-friendly design, which makes it accessible for legal professionals without extensive tech expertise. The platform’s layout is simple and organized, allowing firms to get up and running quickly.

Security

1. Secure data storage with 256-bit SSL encryption, role-based access controls, and compliance with GDPR and SOC 2 standards.
2. Regular security updates and audits to ensure data protection.

Pricing

1. 10-day free trial.
2. Basic: $39 per user/month.
3. Pro: $79 per user/month.
4. Advanced: $99 per user/month.

G2 user review:

“Simple and intuitive. I use it daily, both online and through the app.”

Features

1. Contact management: Create detailed profiles and log communications for a 360-degree view of relationships.
2. Dashboards and reports provide visibility into case statuses, contacts, documents, schedules, and business development opportunities.
3. Automate multi-step procedures and workflows, with customization options for functions and templates.
4. Track legal matters, prospective clients, current clients, opposing counsel, co-counsel, court staff, and other legal contacts.
5. Reporting and analytics: Generate reports and dashboards for actionable insights into productivity and profitability.

Pros

1. Simplify legal tasks like recording billable time and scheduling with automated workflows.
2. Document management with encryption for stored documents.
3. User-friendly interface and familiar design make it easy to navigate and use.
4. Cloud-based and on-premise hosting options provide flexibility based on your needs.
5. Legal-specific CRM features like matter and case management, document organization, calendaring and reminders, time tracking, and billing.

Cons

1. Cost: The subscription fee may be too expensive for small law firms.
2. Learning curve: The extensive feature set can require a learning curve.
3. Limited customization: Some users may find customization options less flexible compared to other legal software.
4. Many users have reported issues with customer service and support.

Ease of use

Since AbacusLaw serves only the legal vertical, the support team caters to industry-specific needs rather than generic inquiries.

Security

1. AbacusLaw uses 256-bit AES encryption for data protection and role-based permission profiles.
2. The platform offers on-premise self-hosted or fully managed private cloud deployment options.

Pricing

Contact for a custom quote.

Capterra user review:

“Abacus worked fairly well initially as a server-based small number of user platform. At the time, few systems integrated accounting with the LPM main product. New features were overpromised and half-baked.”